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iShares Morningstar Small-Cap Growth ETF
ISCG

118 hedge funds and large institutions have $192M invested in iShares Morningstar Small-Cap Growth ETF in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 29 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

11% more funds holding

Funds holding: 106 → 118 (+12)

0.42% more ownership

Funds ownership: 42.61% → 43.03% (+0.42%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less capital invested

Capital invested by funds: $193M → $192M (-$990K)

19% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 36

Holders
118
Holders Change
+12
Holders Change %
+11.32%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
29
Reduced
36
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACM
Armbruster Capital Management
New York
+$2.06M
2
AAS
Avantax Advisory Services
Texas
+$2.02M
3
Morgan Stanley
Morgan Stanley
New York
+$1.63M
4
MPW
Monterey Private Wealth
California
+$1.04M
5
SFS
Sowell Financial Services
Arkansas
+$657K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$3.98M
2
Wells Fargo
Wells Fargo
California
-$3.43M
3
PAG
Private Advisor Group
New Jersey
-$2.14M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.92M
5
GRP
Global Retirement Partners
California
-$1.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
101
Steward Partners Investment Advisory
New York
$23K – – –
AWM
102
Avior Wealth Management
Nebraska
$19K +$20.3K +402 New
LF
103
Lee Financial
Texas
$17K +$51 +1 +0.3%
MFT
104
Moisand Fitzgerald Tamayo
Florida
$15K – – –
RFA
105
Reilly Financial Advisors
California
$15K – – –
BFEC
106
Benjamin F. Edwards & Company
Missouri
$14K -$96.2K -1,901 -87%
LWA
107
Lowe Wealth Advisors
Maryland
$10K – – –
GWM
108
Geneos Wealth Management
Colorado
$7K – – –
GG
109
Gleason Group
Kentucky
$7K – – –
NFG
110
Next Financial Group
Texas
$7K +$101 +2 +2%
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$7K +$6.99K +138 New
TFGT
112
TS Financial Group (TSFG)
Illinois
$6K +$51 +1 +0.8%
SCA
113
Snowden Capital Advisors
New York
$6K +$6.58K +130 New
IRC
114
Investors Research Corp
Georgia
$4K – – –
SWM
115
Spire Wealth Management
Virginia
$4K – – –
HNWAG
116
High Net Worth Advisory Group
Florida
$2K +$2.08K +41 New
CA
117
CoreCap Advisors
Michigan
$1K +$607 +12 New
GRP
118
Global Retirement Partners
California
– -$1.92M -38,881 Closed
FTUS
119
Flow Traders U.S.
New York
– -$1.62M -32,835 Closed
FHA
120
Flagship Harbor Advisors
Massachusetts
– -$1.36M -26,171 Closed
TRCT
121
Tower Research Capital (TRC)
New York
– -$1.08M -21,916 Closed
Susquehanna International Group
122
Susquehanna International Group
Pennsylvania
– -$650K -13,189 Closed
SG
123
StoneX Group
New York
– -$263K -5,337 Closed
PJSIMP
124
P.J. Schmidt Investment Management (PJS)
Wisconsin
– -$272K -5,288 Closed
IAS
125
IMA Advisory Services
Colorado
– -$19K -378 Closed
2 3 4
5
6

ISCG Hedge Fund Activity: Q4 2021 in Review

118 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap Growth ETF (ISCG) for Q4 2021, worth a combined $192M — down 0.51% from $193M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new ISCG positions and 11 closed out — a net gain of 13 holders — while 29 added to existing stakes and 36 trimmed.

The largest buyer was Armbruster Capital Management, opening a new position worth an estimated $2.06M. The largest seller was LPL Financial, cutting an estimated $3.98M.

  • 118 institutional investors held iShares Morningstar Small-Cap Growth ETF (ISCG) as of Q4 2021, up from 106 in Q3 2021.
  • Funds reported $192M of iShares Morningstar Small-Cap Growth ETF stock for Q4 2021, down 0.51% quarter-over-quarter.
  • 24 funds opened new iShares Morningstar Small-Cap Growth ETF positions in Q4 2021 and 11 closed out, a net change of +13 holders.
  • The largest iShares Morningstar Small-Cap Growth ETF buyer in Q4 2021 was Armbruster Capital Management, an estimated $2.06M added.
  • The largest iShares Morningstar Small-Cap Growth ETF seller in Q4 2021 was LPL Financial, an estimated $3.98M sold.

Based on aggregated 13F filings for Q4 2021.